Share structures
Growth Shares: Rewarding Key People Without Giving Away Today’s Value
What growth shares are, how a hurdle works, and what to settle on valuation, tax and filings before any are issued.
Library
Short guides for accountants in practice.
Short guides on the corporate work practices ask us about most. Free to read and download.
Share structures
Share structures
Family Investment Companies (FICs): Structure, Shares and Governance
How a family investment company separates control from growth through its shares and articles, and what to take tax advice on.
Share structures
Share Capital Reorganisations: Subdivision, Consolidation and Reduction
How companies subdivide, consolidate and reduce share capital, including the solvency statement route for private companies.
Share structures
Purchase of Own Shares (Share Buy-Backs)
How a company buys its own shares: the funding rules, approvals, payment, filings, and where the tax treatment needs clearance.
Company types & registers
Company types & registers
Re-registration: Changing Your Company’s Type
How a company changes between private and public, or between limited and unlimited, under Part 7 of the Companies Act 2006.
Company types & registers
Specialist Company Types: Choosing the Right Vehicle
Guarantee companies, CICs, charitable companies, unlimited companies, PLCs and LLPs compared: when each fits and what each takes to maintain.
Company types & registers
Registrar and Share Register Services
What a company must keep on its register of members, how transfers and certificates work, and why some companies outsource the register.
Company types & registers
Companies Limited by Guarantee: Structure, Members and Control
How a company limited by guarantee works, where it fits, and what the members, the articles and the filings need to get right.
Company types & registers
Community Interest Companies (CICs): Purpose, Asset Lock and Regulation
How a community interest company works: the community interest test, the asset lock, the caps on dividends and interest, and the regulator’s reports.
Company types & registers
Charitable Companies: Running a Charity as a Company
What changes when a company is also a charity: two regulators, the directors as trustees, and the extra reporting and consent requirements.
Company types & registers
Unlimited Companies: Flexibility, Privacy and Unlimited Liability
How an unlimited company differs from a limited one, what it gains in flexibility and privacy, and why the members’ liability needs a clear-eyed decision.
Company types & registers
Public Limited Companies (PLCs): Requirements and Obligations
What a PLC must have before it can trade, what it must do each year, and when the extra formality is worth taking on.
Company types & registers
Limited Liability Partnerships (LLPs): Structure, Members and Filings
How an LLP is formed and run, what designated members are responsible for, and how the LLP agreement and the tax rules shape the choice.
Company types & registers
Charitable Incorporated Organisations (CIOs): A Charity-Only Structure
How a CIO differs from a charitable company: one regulator, a choice of foundation or association model, and the registers and reporting it must keep.
Company types & registers
Registrar and Share Register Services: Regulatory Update
The changes of the last two years that affect registers, filings and the people behind them, and what a company or practice should check now.
Compliance & practices
Compliance & practices
Companies House Identity Verification: What Accountancy Practices Need to Know
Who must verify their identity at Companies House, when, and how a practice can rely on an Authorised Corporate Service Provider such as MTM.
Compliance & practices
White-Label Company Secretarial for Accountancy Practices
How an outsourced, white-label company secretarial service works, who does what, and how a practice gets started.
Compliance & practices
Engagement Letters for Practices
Clear scope, limitation of liability and AML wording for accountancy practices, with model terms for referred company secretarial work.
Compliance & practices
Company Restorations
How to bring a struck-off company back to the register, and which of the two routes your client’s case needs.
Agreements
Agreements
Shareholders’ Agreements
How a shareholders’ agreement works alongside the articles, covering reserved matters, pre-emption, drag and tag rights, and good and bad leaver provisions.
Agreements
Partnership Agreements
Why a general partnership relying on the Partnership Act 1890 default rules is exposed, and what a written agreement should settle on profit shares, capital, retirement and dissolution.
Agreements
LLP Members’ Agreements
Setting out profit allocation, capital, decision-making, retirement and expulsion so members aren’t left with the statutory default provisions.
Agreements
Bespoke Articles of Association
When the Model Articles stop being adequate, and how tailored articles deal with share classes, transfer restrictions and director appointments.
Agreements
Deadlock and Exit Planning
Mechanisms for 50/50 and closely held companies, from buy-sell clauses to cross-option agreements funded by shareholder protection insurance.
Agreements
Shareholder Disputes
An early-stage guide to minority rights, unfair prejudice, and resolving disputes before they reach court.
Employment
Employment
Employment Contracts
What the day-one written statement must contain by law, and what a well-drafted contract should add for the employer’s protection.
Employment
Director Service Agreements
Contracts for executive directors, including the Companies Act requirement for shareholder approval of long guaranteed terms.
Employment
Restrictive Covenants
How to draft non-compete, non-solicitation and confidentiality clauses that a court is likely to enforce as reasonable.
Employment
Consultancy and Contractor Agreements
Engaging contractors correctly, with attention to employment status and the off-payroll working (IR35) rules.
Employment
Staff Handbooks and Policies
Separating contractual terms from non-contractual policies, and keeping handbooks current as employment law reform is phased in.
Employment
Settlement Agreements
The employer’s side of ending employment on agreed terms, including the statutory conditions for a valid waiver.
Contracts
Contracts
Contract Reviews
What a commercial contract review covers, including liability caps, indemnities, termination rights, IP ownership and auto-renewal traps.
Contracts
Updating Legacy Contracts
Bringing old agreements up to date through variations, deeds of variation and novation, and when a fresh contract is the better route.
Contracts
Terms of Business
Standard B2B terms that actually govern the deal, including the battle of the forms and enforceable limitation clauses.
Contracts
Consumer Terms and Subscriptions
Selling to consumers under the Consumer Rights Act 2015 and the newer subscription contract rules.
Contracts
Data Processing Agreements
The UK GDPR terms required when a supplier handles personal data on your behalf, and how to check what you’ve already signed.
Contracts
Non-Disclosure Agreements
When an NDA is worth having, mutual versus one-way, and the clauses that do the real work.
Governance
Governance
Directors’ Duties and Conflicts
The seven statutory duties in practice, and how to declare and manage conflicts of interest properly.
Brand protection
Brand protection
Trade Mark Registrations
Why a registered company name gives no brand protection, and how to secure a UK trade mark from search to certificate.
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